Latest Institutional Purchases of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $76.2
|
3.38K
$300K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
222K+ 63.95% |
$15.1M - $16.5M
|
569K
$50.5M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
179K+ 308.7% |
$12.2M - $13.4M
|
238K
$21.1M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
164K+ 38.81% |
$11.2M - $12.2M
|
586K
$52M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
126KNew |
$8.6M - $9.39M
|
126K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
72.8K+ 102.41% |
$4.96M - $5.42M
|
144K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67.5K+ 4.09% |
$4.6M - $5.02M
|
1.72M
$152M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
55.7K+ 19.54% |
$3.8M - $4.15M
|
341K
$30.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24KNew |
$1.64M - $1.79M
|
24K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$1.39M - $1.52M
|
20.5K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
19.3KNew |
$1.31M - $1.43M
|
19.3K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
16.4K+ 31.96% |
$1.12M - $1.22M
|
67.7K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.5KNew |
$1.06M - $1.16M
|
15.5K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$688K - $752K
|
10.1K
$896K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.29KNew |
$429K - $468K
|
6.29K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.1KNew |
$279K - $305K
|
4.1K
$364K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
4.05KNew |
$276K - $301K
|
4.05K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.62KNew |
$246K - $269K
|
3.62K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.37K+ 1.11% |
$230K - $251K
|
308K
$27.3M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.26KNew |
$222K - $243K
|
3.26K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
3.21KNew |
$219K - $239K
|
3.21K
$285K
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.18KNew |
$217K - $237K
|
3.18K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.09KNew |
$210K - $230K
|
3.09K
$274K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$200K - $218K
|
2.94K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.9KNew |
$198K - $216K
|
2.9K
$257K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.77K+ 5.32% |
$120K - $131K
|
34.9K
$3.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.75K+ 4.87% |
$119K - $130K
|
37.7K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.54KNew |
$105K - $115K
|
1.54K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.45K+ 24.41% |
$98.5K - $108K
|
7.36K
$654K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
1.4KNew |
$95.4K - $104K
|
1.4K
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34KNew |
$91.4K - $99.8K
|
1.34K
$119K
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
528+ 97.24% |
$36K - $39.3K
|
1.07K
$95.1K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$27.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
298New |
$20.3K - $22.2K
|
298
$26.4K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$7.36K - $8.04K
|
108
$9.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$6.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
52+ 68.42% |
$3.54K - $3.87K
|
128
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$2.38K - $2.61K
|
35
$3.11K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
884KNew |
$54.2M - $62.3M
|
884K
$78.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
338KNew |
$20.7M - $23.8M
|
338K
$30M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
236KNew |
$14.5M - $16.6M
|
236K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
232KNew |
$14.2M - $16.3M
|
232K
$20.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
62.1K+ 153.98% |
$3.81M - $4.38M
|
102K
$9.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
31.1K+ 2.9% |
$1.91M - $2.19M
|
1.1M
$98M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
20.3K+ 7.08% |
$1.24M - $1.43M
|
307K
$27.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.5K+ 44.11% |
$1.14M - $1.31M
|
60.6K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$832K - $956K
|
13.6K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$654K - $751K
|
10.7K
$946K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.54K+ 141.18% |
$462K - $531K
|
12.9K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.92KNew |
$424K - $488K
|
6.92K
$614K
|
|